STRATEGY ASSET MANAGEMENT
Mark Identification

STRATEGY ASSET MANAGEMENT

Serial Number

99404108

Filing Date

Sep 20, 2025

Trademark by

GUNNAR G MARINO

Classification Information

Providing information in the field of personal finance; Advisory services relating to credit and debit control, investment, grants and financing of loans; Financial consulting services, namely, expert analysis in finance; Advice on finance during retirement; Consulting in the field of finance; Providing information in the field of finance; Providing information in the field of finance via a website; Providing financial information in the field of decentralized finance (DeFi); Corporate finance services, namely, consultation in the field of asset sales; Providing information and research in the field of finance and financial investments; Information, advisory, consultancy and financial research services relating to finance and investments; Wealth transfer planning; Financial wealth management services; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Providing information in the field of wealth management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial analysis; Financial analyses; Financial advice; Financial consulting; Financial consultancy; Financial planning; Financial consultation; Financial forecasting; Financial management; Financial planning consultation; Providing financial information; Financial asset management; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing financial information in the field of cryptocurrency; Providing information in the field of financial planning; Financial advisory services rendered using artificial intelligence (AI); Providing financial risk assessment services for the mitigation of risk of loss and damage for insurance and financial purposes; Financial analysis and research services; Financial information and advisory services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial services in the nature of an investment security; Financial consultancy and insurance consultancy; Financial retirement plan consulting services; Financial services, namely, debt settlement; Providing financial information and analysis; Providing financial information and analyses; Financial services in the nature of precious metals trading; Providing financial risk assessment services; Providing financial information in the field of virtual currency; Financial management relating to investments; Providing financial information in the field of digital currency; Financial advice relating to retirement; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial trading of virtual currency; Financial consultancy for lottery winners; Financial information; Financial valuation; Financial advice relating to tax; Financial due diligence; Financial trust planning; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial advisory services in the field of virtual currency; Providing financial advisory services in the field of digital currency; Financial investment analysis and stock research; Financial data analysis; Financial risk management; Financial portfolio management; Financial consultancy services; Financial advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; On-line trading of financial instruments, shares, options and other derivative products; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing information in the field of financial stock and equity markets; Financial planning and investment advisory services; Financial management of employee pension plans; Monitoring financial markets for investment purposes; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning for retirement; Credit and financial consultation; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Providing financial information via a website; Financial information provided by electronic means; Providing information regarding financial investment strategies; Financial advice relating to income tax; Financial services, namely, commodity trading and managed futures advisory and management services; Financial consultancy services relating to cryptocurrency; Strategic financial advisory services; Financial securities exchange services; Financial risk management consultation; Financial portfolio analysis services; Financial information and evaluations; Financial information services relating to cryptocurrency; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial analysis and consultation; Financial due diligence services; Financial advice on retirement; Financial management for businesses; Financial risk assessment services; Financial consultation in the field of cryptocurrency; Financial trading of cryptocurrency; Providing financial advisory services; Providing financial information via a web site; Providing financial research services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, mortgage planning; Online financial consultancy rendered in virtual environments; Financial research in the field of economics; Financial information in the field of cryptocurrency; Financial consultancy in the field of cryptocurrency; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Providing investors with financial information; Financial management via the Internet; Financial research and information services; Strategic corporate financial advisory services; Financial advice, namely, budget planning

Insurance and Financial